VisitOpts

Electronic Visit Verification · Home care

Every visit, recorded the way your state requires.

VisitOpts captures home care visits at the door and sends them to your state's EVV system in the format that state expects. Scheduling, the caregiver app, compliance tracking, clinical records, claims and payroll run from the same visit record.

How state rules work

For Medicaid home care agencies: personal care, attendant care and HCBS waiver services.

Visit record Accepted by state EVV
Client
R. Okafor
Caregiver
A. Johnson
Service
T1019 · Personal care
Clock in
8:02 AM · at client's home
Clock out
12:04 PM · 16 units
Location
GPS fix recorded at clock-in
Captured
Real time, in the app
Sent to
State EVV aggregator
Example record. Names are fictional.

EVV rules are set state by state. So is VisitOpts.

Each state chooses its own EVV system, Medicaid ID format, correction rules and service codes. Rather than one national form with a state field, VisitOpts keeps a separate rule set for each state and applies it to every agency in that state, from the first clock-in to the claim.

State by state

Wherever your agency operates, its state's rules come first

Every state Medicaid program sets its own EVV requirements. Before your agency goes live, VisitOpts sets up your state's rule set: its EVV aggregator, Medicaid ID format, service codes, visit questions and correction rules. Your caregivers and office staff then work to those rules without having to learn them.

For exampleMinnesotaOhio
State EVV systemHHAeXchangeSandata
Client Medicaid IDMHCP ID, 8 digitsOhio Medicaid ID, 12 digits
Asked at clock-in and clock-outTime, location and serviceAlso: at the home or in the community
Correcting a visitState reason and action codesReason code 99 with a signed attestation
Compliance trackingQuarterly real-time rate against the state's 80% targetEach claim needs a matching verified visit
ProgramsPCA, CFSS and 245D HCBS waiver servicesState plan, Ohio Home Care, MyCare, DODD and PASSPORT

The same visit, two very different sets of rules. Tell us where your agency operates and which programs you run, and the demo will walk through your own state's requirements.

Product

One visit record, from the schedule to the paycheck

The office works in a web console. Caregivers work in the app. Both read and write the same record, so nothing is typed twice.

Scheduling

Shifts, open shifts and live-in care

Build the week, fill open shifts and see who is on a visit right now.

  • Recurring schedules and quick weekly entry
  • Live view of visits in progress
  • Live-in arrangements with caregiver attestation
EVV and compliance

Know where you stand before an audit does

Visits go to the state EVV system automatically, and rejections come back with a plain explanation of what to fix.

  • Compliance rate by quarter and by month
  • Alerts before state data deadlines
  • Every correction logged with who, when and why
Clients and caregivers

Authorizations, training and app access

Each client's authorized services and units, each caregiver's training and expiry dates, kept next to the schedule.

  • Service authorizations checked at clock-in
  • Overdue required training can block app sign-in after a grace period
  • Intake pipeline for new referrals
Clinical records

The forms your programs require

Assessments, care plans, incident reports and program-specific forms, built in and shown only for the programs your agency is licensed for.

  • Every form records who wrote or changed it
  • Role-based access for office staff
Claims

Claims built from verified visits

Professional claims (837P) are generated from accepted visits and checked against each client's authorization before they go out.

  • Medicaid and managed-care payers
  • Private-pay invoices at your own rates
  • Overnight visits split at midnight, one date of service per line
  • Claim files available to download at any time
Payroll

Timecards that match the visits

Timecards come from EVV visits, so the hours you pay are the hours you can prove.

  • Review and approval before payroll
  • Payroll reports on your pay schedule

Caregiver app

An app caregivers can use on their first shift

Clock in, see the week, check hours and estimated pay. The app asks only what the caregiver's state requires, and nothing more.

  • One-tap clock in and out. Time and location are captured at the client's home.
  • Works without signal. Clock events are saved on the phone and sent when the connection returns.
  • One visit at a time. The app won't start a second visit while one is open, except for shared care your state allows.
  • Manual entry when needed. Pick the client's authorized service and see the time left today.
  • Hours and pay. Hours this pay period and an estimate of earnings.

Security and privacy

Your clients' health information stays yours

VisitOpts is designed for protected health information and handled with the care HIPAA requires.

HIPAA business associate

We sign a business associate agreement with every agency before any client information is entered.

Your data, kept separate

Each agency's information is isolated from every other agency's.

Access by role

Office staff and caregivers see only what their role requires.

Controlled staff access

Access by VisitOpts personnel is limited, protected and recorded.

Encrypted

Information is encrypted on its way between your devices and VisitOpts.

Hosted in the United States

The platform and its data are hosted in secure data centers in the US.

See it with your own visits

A 30-minute walkthrough of scheduling, the caregiver app and your state's EVV rules, using a demo agency set up for your state. No commitment.